Envestnet to acquire Vestmark, adding $2T in supported assets - Dealroom
AI SummaryAI-generated — verify against the source.Envestnet has announced the acquisition of Vestmark, a move that consolidates significant wealth management technology infrastructure and adds $2T in supported assets. For financial advisors, this merger signals a major shift in the platform landscape, potentially leading to integrated capabilities, streamlined workflows, and future AI-driven enhancements within the combined ecosystem.
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